Fractional CFO Services for Forward-Thinking Businesses

We’ve got all your bookkeeping bases covered. Here’s what we typically handle:

• Transaction recording: We’ll keep track of every penny coming in and going out.
• Bank reconciliations: We’ll make sure your books match your bank statements.
• Accounts payable: We’ll track what you owe and when it’s due.
• Accounts receivable: We’ll keep tabs on who owes you and help you get paid faster.
• Financial statement prep: We’ll whip up those balance sheets and income statements.
• Payroll processing: We’ll make sure your team gets paid on time.
• Bill payments: We can handle paying your bills so you don’t have to.
• Expense categorization: We’ll sort your expenses to make tax time a breeze.

And if there’s something specific you need that’s not on this list, just holler. We’re here to support you in many ways.

We’re all about keeping a consistent and predictable rhythm. Here’s our typical process:

• Daily: We’ll import and categorize your transactions.
• Weekly: We’ll reconcile your accounts and follow up on any questions.
• Monthly: We’ll close your books and provide financial statements.
• Quarterly: We’ll do a deep dive and help you understand your financial trends.

We can also adjust our standard flow to whatever works best for your business. The goal is to ensure that you always have up-to-date financial information at your fingertips.

Great question! Bookkeeping isn’t just about number-crunching. We help companies of all sizes get their finances in check. Here’s how we can help you get on better footing:

• Clear financial picture: We’ll give you a real-time view of your finances so you can make smarter decisions.
• Spotting trends: We’ll help you see patterns in your data, like which products are most profitable or where you might be overspending.
• Cash flow management: We’ll help you understand and improve your cash flow so you have the funds to seize opportunities when they arise.
• Time savings: By outsourcing bookkeeping, you’ll have more time to focus on growing your business.
• Scalability: As you grow, we’ll scale our services to match, ensuring your books keep pace with your success.
• Investor-ready financials: If you want to attract investors, we’ll ensure that your books are polished and professional.
• Tax optimization: We’ll structure your books in a way that could help you save on taxes, freeing up more cash for growth.
• Financial goal-setting: We’ll help you set and track financial goals, turning your growth dreams into concrete plans.

We are your financial growth partners. We’re not just recording what’s happened; we’re helping you shape what’s coming next. With solid bookkeeping as your foundation, the sky’s the limit!

You can view our Pricing page for all the details, but here’s the scoop:

• It depends on your needs: A small business with simple finances will pay less than a complex operation with tons of transactions.
• We offer packages: We have different service levels to fit different needs and budgets.
• We’re upfront about costs: Once we understand your needs, we’ll give you a clear quote. No hidden fees, we promise.
• It’s often cheaper than you think: When you factor in the time you save and the headaches you avoid, many clients find we’re a great value.
• We’re flexible: As your business grows, we can adjust your services to match.

Want a real number? Let’s chat. We can talk about what you need and give you a ballpark figure. It’s free to talk, and you might be pleasantly surprised at how affordable expert bookkeeping can be.